EDGE vs VTI
MRBL Enhanced Equity ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. EDGE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | EDGE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.03% | |
| AUM | $10M | $663.5B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 5 | 3,543 | |
| YTD Return | +13.89% | +14.16% | |
| 1Y Return | +25.37% | +23.62% | |
| 3Y Return (annualized) | - | +21.43% | |
| 5Y Return (annualized) | - | +12.33% | |
| Volatility (annualized) | 11.9% | 15.3% | |
| Max Drawdown | -20.7% | -56.6% | |
| Fund Family | MRBL Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 21, 2025 | May 24, 2001 |
EDGE vs VTI Performance
MRBL Enhanced Equity ETF (EDGE) is a ETF from MRBL Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EDGE returned +25.37% while VTI returned +23.62%. Year to date, EDGE is up 13.89% versus a gain of 14.16% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 11.9% for EDGE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.7% for EDGE and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EDGE charges 0.74% per year while VTI charges 0.03%. On a $10,000 position that is $74 vs $3 annually, a gap of $71 per year that compounds over a long holding period. On income, EDGE currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
EDGE and VTI share 0 holdings out of 2784 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EDGE or VTI?
EDGE has an expense ratio of 0.74% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, EDGE or VTI?
Over the past year EDGE returned +25.37% vs +23.62% for VTI, so EDGE leads on 1-year performance. Over the longest common window we track (2 years), EDGE annualized +17.80% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, EDGE or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 11.9% for EDGE. Worst drawdown: EDGE -20.7% vs VTI -56.6%.
Should I hold both EDGE and VTI?
EDGE and VTI have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EDGE and VTI?
EDGE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2784 unique securities.
Which pays a higher dividend, EDGE or VTI?
EDGE yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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